Episode Details

Rethinking Token Fundamentals with Felipe Montealegre
2/16/2025
The Gwart Show | Bitcoin Tech & Culture β†—

Key Insights

Bullish:

  • 🟒 $METAPLEX - Metaplex is seen as a strong investment opportunity due to its substantial revenue of $50 million and a relatively low market cap of $230 million, suggesting potential for growth.
    • β€œSo Metaplex is a good one. And what you'll I I kinda suspect what you're gonna push back on already, But, you know, they're making 50,000,000 in revenue. You know, market cap right now is 230,000,000.” - Felipe (39:46)
  • 🟒 $SOL - πŸ”’
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  • 🟒 $BANANGUN - πŸ”’
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Bearish:

  • πŸ”» $UNI - πŸ”’
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  • πŸ”» $MEME - πŸ”’
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